Testimonials

What Our Clients Say About Us

Check out what our satisfied clients are saying about us:

steve-holland

“What do I like the most about the Advisors Back Office Solution team? Easy. I got my life back! I don’t do this whole ‘number-crunching-bill-paying-accounting-stuff’ anymore. Elizabeth and I now have so much more time to focus on what really matters — our family, the grandkids and our business.”

Steve Holland
Founder, The Holland Group
eric-peterson

“The cost for their services is worth every penny — in fact, it’s a bargain versus hiring a full-time CFO. Having someone outside your business who can give you the straight answer and back it up with numbers helps tremendously.”

Eric Peterson
President, Peterson Financial Group
hannah-heerlein

“Since the coronavirus pandemic affected our ability to do business, the Advisors Back Office Solution team advised us on the Payroll Protection Program, provided all the documentation and ran the calculations we needed to apply. When I look back at mid-March, I can say with confidence that Mark and his team made more of an impact than any other business relationship during that tumultuous season.”

Hannah Heerlein
Founder, REAP Financial Group, LLC
bill-smith

“It’s refreshing dealing with someone who REALLY understands our business and can help you discuss strategies that will improve business. If you need a ‘Jedi Master in Spreadsheets’ and reporting, hire Mark and his team!”

Bill Smith
Founder, W.A. Smith Financial, LLC
scott-dougan

“It has taken the pressure off me to constantly track the numbers. I have an updated picture of the financial health of our business and know exactly where we stand.”

Scott M. Dougan, RFC®
Elevated Retirement Group
mike-meek

“Mark and Heidi have provided all of my back office support for over 25 years and have become my most trusted advisors. One of the best business decisions I ever made in my life was to engage their team.”

Mike Meek
Principal, M.B. Meek Group
colin-richards

“By moving multiple business, personal and nonprofit accounting to the Advisors Back Office Solution team, I was able to focus on where I could bring the greatest value: finding great talent, casting vision and building an amazing company. I greatly value Mark’s advice and the quick access I have to him and his team.”

Colin Richards
President, Lord and Richards, Inc.

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Give Us A Call

929-242-6868

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Email Us At

contact@info.com

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Visit Us At

5th Avenue, New York, NY